Miloš Musil

@fmebut energetika, ekonomika, politika a #btc primitivní antikomunista

[Miloš Musil @MilosMusil]

Kupředu levá, zpátky ani krok 🟥🇨🇿

[Tereza Friedrichová @t_friedrichova]

V @nms_czech jsme si pro volební rok připravili několik analýz. Vykopáváme průzkumem politických postojů českých voličů! 🎉

Ukážeme vám, jaké postoje zaujímají čeští voliči, jaké pozice mají politické strany a co to znamená pro volby 2025.

Thread 🧵(1/14)

[Miloš Musil @MilosMusil]

@GeoffNorcott @grok co měla znamenat oslava Enza po střelení gólu?

[Phoenix ₿ @UW_Phoenix]

Jediný důvod, proč stát, který jinak horem spodem propaguje sázky na hazard (státní TV je takových reklam plná) blokuje vše ostatní, je to, že z toho nemá svá procenta na daních.

[Ondřej Tesárek @bratricek]

The Czech Republic🇨🇿 just had a beautiful moment of pure propaganda lesson.

Trump went around our prime minister and briefly shaked his hand.

One picture has been shared by the opposition.
One has been shared by the ruling party.
Both had huge success.

Everything is relative.
Everything is propaganda.
Psychopats rule, normies follow, schizos analyze.

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[Miloš Musil @MilosMusil]

@CT24zive 😂😂😂🤡 @CT24zive

[Miloš Musil @MilosMusil]

@MuhSen4est @bratricek

[Miloš Musil @MilosMusil]

@ravikiran_dev7 Swapped to GPT

[Miloš Musil @MilosMusil]

@Patriksailor Prasata

[Miloš Musil @MilosMusil]

@maaarty1965 Terminální křeče systému. Dno je blízko.

[Miloš Musil @MilosMusil]

@makupka @ODScz @P_Fiala Zajímavé je že u stolu nesedí jen dva lidé ale 5 a kromě pana Kupy a Fialy jsou řekl bych mladí. Správci sociálních profilů každého z pánů?

[Dr. Eli David @DrEliDavid]

Let's run an experiment: Divide a nation into two, make one of them socialist, and the other capitalist 🧐
_

[Jesse The Free 🏴 @Jessethefree]

Socialism is the flat earth theory of economics.

[Evan Luthra @EvanLuthra]

Anthropic pays engineers $750,000+ a year to understand how LLMs work.

Stanford just put a 2 hour lecture that covers 80% of it for FREE.

Bookmark this. Give it 2 hours today.

It might be the highest ROI thing you do this month:

[hroch32 🪨🏴 @hroch32]

@Patriksailor

[JohnnyTheBitcoiner 丰🟠²¹ᴹ @jan_21m]

Tak kdo to má dnes stejně jako Aleš? 😄

[Miloš Musil @MilosMusil]

@AGebrian Eastern Europe 🚩

[Boring_Business @BoringBiz_]

When you were right about currency debasement but bought bitcoin instead of gold, silver or copper

[Daractenus @Daractenus]

Macron: "Ukraine was overwhelmingly dependent on American intelligence capabilities a year ago, today two thirds are provided by France. Two thirds."

[Miloš Musil @MilosMusil]

@bratricek @pavelkudrna83